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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,211 | $223,823-18.1% | $211,142-13.2% | $154,746+18.4% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 11.81% | 50.39%-38.6pp | 46.84%-35.0pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,124 | $6,787-54.0% | $6,442-51.5% | $4,379-28.7% |
| Participant deferral / active EE | $6,373 | $9,750-34.6% | $9,284-31.4% | $6,730-5.3% |
| Admin fee / account holder | $1,733 | $19,707-91.2% | $19,076-90.9% | $14,365-87.9% |